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iShares Morningstar Mid Core Index shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.6M 83k 79.66
2025-03-31 $6.1M 82k 74.08
2024-12-31 $6.3M 82k 76.15
2024-09-30 $6.6M 87k 76.02
2024-06-30 $5.9M 84k 70.09
2024-03-31 $5.9M 82k 72.83
2023-12-31 $5.9M 88k 67.13
2023-09-30 $5.4M 91k 59.73
2023-06-30 $5.8M 92k 63.29
2023-03-31 $5.7M 95k 60.64
2022-12-31 $13M 213k 58.67
2022-09-30 $11M 208k 53.88
2022-06-30 $12M 210k 56.35
2022-03-31 $15M 219k 67.29
2021-12-31 $16M 230k 71.08
2021-09-30 $15M 231k 66.65
2021-06-30 $15M 229k 67.04
2021-03-31 $14M 56k 251.98
2020-12-31 $12M 53k 234.32
2020-09-30 $18M 90k 200.03
2020-06-30 $9.1M 49k 184.35
2020-03-31 $7.0M 46k 153.23
2019-12-31 $9.6M 46k 209.40
2019-09-30 $935k 4.7k 198.05
2019-06-30 $881k 4.5k 193.88
2019-03-31 $835k 4.4k 187.89
2018-12-31 $708k 4.4k 161.83